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Citizens Financial Services

71 hedge funds and large institutions have $75.2M invested in Citizens Financial Services in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 6971 (+2)

15.47% less ownership

Funds ownership: 42.38%26.91% (-15%)

27% less capital invested

Capital invested by funds: $103M → $75.2M (-$27.9M)

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
30
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$18.8M -$523K -9,095 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.4M +$198K +3,448 +1%
CNC
3
Citizens & Northern Corp
Pennsylvania
$6.88M
Geode Capital Management
4
Geode Capital Management
Massachusetts
$6.25M +$36.5K +634 +0.6%
State Street
5
State Street
Massachusetts
$5.84M +$383K +6,658 +7%
HI
6
Hudock Inc
Pennsylvania
$2.41M +$4.95K +86 +0.2%
Northern Trust
7
Northern Trust
Illinois
$2.22M -$116K -2,008 -5%
Charles Schwab
8
Charles Schwab
California
$2.19M +$34.8K +605 +2%
American Century Companies
9
American Century Companies
Missouri
$1.66M +$6.96K +121 +0.4%
SBH
10
Segall Bryant & Hamill
Illinois
$1.62M +$922K +16,035 +139%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$1.35M +$314K +5,450 +31%
DLP
12
De Lisle Partners
United Kingdom
$999K +$41.5K +721 +4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$796K +$29.5K +512 +4%
OSAM
14
O'Shaughnessy Asset Management
Connecticut
$703K +$688K +11,965 New
GLA
15
Great Lakes Advisors
Illinois
$642K -$5.92K -103 -0.9%
WAM
16
Weatherly Asset Management
California
$578K
Morgan Stanley
17
Morgan Stanley
New York
$541K +$27.1K +471 +5%
MA
18
Minerva Advisors
Pennsylvania
$463K
Barclays
19
Barclays
United Kingdom
$440K +$160K +2,784 +59%
Invesco
20
Invesco
Georgia
$439K -$48.4K -842 -10%
N
21
Nuveen
North Carolina
$423K -$43.7M -759,691 -99%
Wells Fargo
22
Wells Fargo
California
$420K +$10.8K +188 +3%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$388K +$73.9K +1,284 +24%
BMCM
24
Bryn Mawr Capital Management
Pennsylvania
$370K +$41.9K +728 +13%
Jane Street
25
Jane Street
New York
$345K +$88.9K +1,546 +36%

CZFS Hedge Fund Activity: Q2 2025 in Review

71 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Services (CZFS) for Q2 2025, worth a combined $75.2M — down 27% from $103M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CZFS positions and 7 closed out — a net gain of 2 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was Segall Bryant & Hamill, adding an estimated $922K. The largest seller was Nuveen, cutting an estimated $43.7M.

  • 71 institutional investors held Citizens Financial Services (CZFS) as of Q2 2025, up from 69 in Q1 2025.
  • Funds reported $75.2M of Citizens Financial Services stock for Q2 2025, down 27% quarter-over-quarter.
  • 9 funds opened new Citizens Financial Services positions in Q2 2025 and 7 closed out, a net change of +2 holders.
  • The largest Citizens Financial Services buyer in Q2 2025 was Segall Bryant & Hamill, an estimated $922K added.
  • The largest Citizens Financial Services seller in Q2 2025 was Nuveen, an estimated $43.7M sold.

Based on aggregated 13F filings for Q2 2025.